Navigating Your Way Out of Unacceptable Detours and Dead Ends

Each of us faces the possibility of what success coach Dan Sullivan refers to as unacceptable regrets. It’s helpful to sit down occasionally and determine those regrets we’d absolutely not want to have to face. The beauty of this approach is that it can apply to many areas of our lives. Doug Andrew has taken this idea and expanded it to create a tool that can help us to avoid unacceptable detours and dead ends in our financial wellbeing. Taking the time to list out those things we wish to avoid can also help us discover and chart a course toward the opportunities we do want to experience.

Here’s a preview of some of the ideas that Doug covers in this week’s broadcast:

  • What can we do when we find our financial path taking us toward dead ends or detours we’d rather avoid?
  • You don’t have to settle for taking 3 steps back for every 5 steps forward in your rate of return thanks to market volatility. Doug explains how to avoid having to make up that lost ground in the first place.
  • How does an IRA or 401(k) automatically reduce your retirement income by nearly a third? A lot of folks are in for a nasty surprise when they reach retirement.
  • Is is possible to enjoy safety of principle and predictable rates of return on your nest egg? The answer is yes, though many people don’t understand how to do it.
  • One of the biggest detours that will cost people dearly in retirement is not knowing the difference between tax-deferred and tax-free accumulation. Doug’s advice will save you valuable time and effort.
  • Most people still believe they’ll be in a lower tax bracket when they retire. Doug explains why this could be a mistake and how to avoid this costly dead end.
  • And much, much more…

Start by visiting with a wealth architect today.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.